Join Us at The Deals and Dealmakers Summit | August 28-29, 2024

Register today and experience the premier event for dealmaking in the wealth management industry. This year’s Summit will be held at the luxurious Ritz-Carlton in Laguna Niguel where attendees will enjoy pristine views of the Pacific Coast.

Check out the latest event agenda and see the powerhouse lineup of industry professionals and renowned experts participating in this year’s Summit. The 2024 Summit will cover the most pressing topics in the M&A space with valuable insights to help grow your business. The event will also include an optional golf outing on Tuesday, August 27th at the Monarch Beach Golf Links course.  You don’t want to miss this unique blend of educational content, entertainment, and valuable networking opportunities tailored exclusively for wealth management dealmakers.

This exclusive event is designed specifically to educate and inform buyers, sellers, and investors on the most strategic and time-sensitive M&A topics within the wealth and investment management industries. In addition, the DDM Summit is an unparalleled opportunity to learn from 50+ industry experts, participate in 10 expert-driven sessions, and network with the industry’s leading professionals.

The Ritz-Carlton Laguna Niguel offers refreshing luxury and modern comfort along the beautiful Southern California coastline. Since this will be the site of the Summit and the preferred accommodation for the event, we’ve negotiated the best available rates for your stay. To take advantage of the convenience and this offer, please be sure to reserve a room. 

Golf Event, Box Lunch, Driving Range

Appetizers, Cocktails, Awards

 Dinner with Sponsors  (optional and by invitation)

Networking Lunch with Experts & Sponsors

100+ One-on-One Meetings with Deal-Related Experts
(Over Two Hours)

Two Panel Sessions with Eight 
of the Industry’s Top Dealmakers

Cocktail Reception Overlooking Salt Creek Beach

“Dealmakers Dinner” at Sunset

Networking Breakfast

Two Morning Sessions with Eight Deal-Related Experts 
covering a wide range of important topics

Keynote Debate

Special Presentation on Mastering Emotional Intelligence 
and The Psychology of Succession

Networking Lunch

Four Afternoon Sessions with 16 Deal-Related Experts 
covering a wide range of important topics

"Closing The Deal” Cocktail Reception at Sunset

As a part of this year’s event, we will be hosting an optional Deals & Dealmakers Golf Event. This fun and casual outing will include an 18-hole round of golf at the incredibly scenic Monarch Beach Golf Links (Ritz-Carlton Coastal Course) on Tuesday, August 27th. This is a great opportunity to connect with old friends while meeting and networking with other top industry leaders prior to the DDM Summit. We’ll even have a few special surprises for those players who exhibit skill, sportsmanship, or comedic value!